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-0.1%
This Month
+7.46%
Year To Date
+33.37%
2 Years
-1.24%
5 Years
-1.24%
10 Years
-0.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading68.48%
- 🧩 Miscellaneous21.34%
- 💵 Cash11.34%
- 💰 Finance0.07%
- 🍞 Consumer Non Durables0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE28.63%
- 🇺🇸 NYSE21.88%
- 🇺🇸 Nasdaq21.88%
- 🇫🇷 Euronext Paris2.99%
- 🇭🇰 Hong Kong Exchanges2.53%
- 🌍 Digital Currency1.7%
- 🇳🇱 Euronext Amsterdam1.14%
- 🇩🇪 Xetra ETFs1.03%
- 🇸🇪 Stockholm Stock Exchange0.81%
- 🇩🇪 FRA0.44%
- 🇵🇹 Euronext Lisbon0.38%
- 🇨🇭 SIX0.33%
- 🇮🇹 Borsa Italiana0.22%
- 🇦🇺 Sydney0.2%
- 🇳🇴 Oslo Stock Exchange0.2%
- 🇩🇰 Copenhagen Stock Exchange0.2%
- Regular Trading Hours - RTH0.18%
- 🇦🇪 Dubai Financial Market0.18%
- 🇫🇮 Helsinki Stock Exchange0.13%
- Tokyo Stock Exchange0.11%
- 🇺🇸 Chicago Board Options Exchange0.06%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.87%
- 🇬🇧 United Kingdom6.8%
- 🇨🇳 China3.19%
- 🇫🇷 France3.04%
- 🇮🇱 Israel1.93%
- 🇧🇲 Bermuda1.93%
- 🇳🇱 Netherlands1.56%
- 🇨🇭 Switzerland1.05%
- 🇧🇷 Brazil1.02%
- 🇸🇪 Sweden0.81%
- 🇹🇼 Taiwan0.79%
- 🇨🇦 Canada0.56%
- 🇭🇰 Hong Kong0.52%
- 🇩🇪 Germany0.44%
- 🇦🇺 Australia0.4%
- 🇵🇹 Portugal0.38%
- 🇱🇺 Luxembourg0.3%
- 🇬🇷 Greece0.28%
- 🇮🇹 Italy0.28%
- 🇦🇪 United Arab Emirates0.24%
- 🇩🇰 Denmark0.2%
- 🇯🇵 Japan0.16%
- 🇫🇮 Finland0.13%
- 🇿🇦 South Africa0.12%
- 🇸🇬 Singapore0.11%
- 🇨🇾 Cyprus0.1%
- 🇳🇴 Norway0.1%
- 🇰🇷 South Korea0.05%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.04%
13 out of 16 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (3.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KeshavLohiya | 0.2% | 1.69% | - |
 adams302 | 0.18% | 3.04% | - |
 triangulacapital | 0.18% | 3.07% | - |
 FundManagerZech | 0.14% | 2.55% | - |
 IlMatematico | 0.11% | 1.55% | - |
 Alderique | 0.06% | 1.11% | - |
 nonvisedarte | 0.04% | 0.97% | - |
 JeppeKirkBonde | 0.04% | 0.94% | - |
 Akatri | 0.03% | 0.72% | - |
 robchamow | 0.02% | 0.56% | - |
 SimonAPedersen | 0.02% | 0.45% | - |
 thomaspj | 0.01% | 0.23% | - |
 ITUB | 0% | -1.44% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PFE (Alderique) | Ex-Dividend | Oct 24, 2026 | $0.43 |
 MKC (Alderique) | Pay Day | Oct 26, 2026 | $0.48 |
 UMG.NV (triangulacapital) | Pay Day | Oct 27, 2026 | $0.32 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 27, 2026 | $3.15 |
 RY (nonvisedarte) | Ex-Dividend | Oct 27, 2026 | $1.27 |
 NOKIA.HE (Akatri) | Ex-Dividend | Oct 27, 2026 | $0.05 |
 MC.PA (IlMatematico) | Ex-Dividend | Oct 28, 2026 | $8.60 |
MC.PA (robchamow) | Ex-Dividend | Oct 28, 2026 | $8.60 |
MC.PA (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2026 | $8.60 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2026 | $9.76 |
ASML (nonvisedarte) | Ex-Dividend | Oct 28, 2026 | $3.17 |
MC.PA (Alderique) | Ex-Dividend | Oct 28, 2026 | $8.60 |
 FAST (Alderique) | Ex-Dividend | Oct 28, 2026 | $0.24 |
 MU (IlMatematico) | Pay Day | Oct 29, 2026 | $0.15 |
MU (thomaspj) | Pay Day | Oct 29, 2026 | $0.15 |
MU (JeppeKirkBonde) | Pay Day | Oct 29, 2026 | $0.15 |
MU (nonvisedarte) | Pay Day | Oct 29, 2026 | $0.15 |
 MRVL (nonvisedarte) | Pay Day | Oct 29, 2026 | $0.06 |
 CALM (Alderique) | Ex-Dividend | Oct 29, 2026 | $0.36 |
 DELL (nonvisedarte) | Pay Day | Oct 30, 2026 | $0.63 |
 PAGP (IlMatematico) | Ex-Dividend | Oct 31, 2026 | $0.42 |
 JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2026 | $1.50 |
 TXN (nonvisedarte) | Ex-Dividend | Oct 31, 2026 | $1.42 |
ITUB | Ex-Dividend | Nov 2, 2026 | -$0.22 |
 FCX (JeppeKirkBonde) | Pay Day | Nov 2, 2026 | $0.15 |
 AGRO (JeppeKirkBonde) | Ex-Dividend | Nov 4, 2026 | $0.12 |
 EQT (JeppeKirkBonde) | Ex-Dividend | Nov 5, 2026 | $0.17 |
 ET (IlMatematico) | Ex-Dividend | Nov 7, 2026 | $0.34 |
 INTC (nonvisedarte) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 MA (robchamow) | Pay Day | Nov 9, 2026 | $0.87 |
MA (Alderique) | Pay Day | Nov 9, 2026 | $0.87 |
MA (Akatri) | Pay Day | Nov 9, 2026 | $0.87 |
ITUB | Pay Day | Nov 10, 2026 | -$0.22 |
 AXP (robchamow) | Pay Day | Nov 10, 2026 | $0.95 |
 TNK (adams302) | Ex-Dividend | Nov 10, 2026 | $0.25 |
 AAPL (SimonAPedersen) | Ex-Dividend | Nov 10, 2026 | $0.27 |
 HTGC (IlMatematico) | Ex-Dividend | Nov 11, 2026 | $0.47 |
 V (robchamow) | Ex-Dividend | Nov 11, 2026 | $0.67 |
V (Alderique) | Ex-Dividend | Nov 11, 2026 | $0.67 |
 TX (IlMatematico) | Ex-Dividend | Nov 14, 2026 | $1.30 |
 HSBC (adams302) | Ex-Dividend | Nov 14, 2026 | $0.50 |
HSBC (nonvisedarte) | Ex-Dividend | Nov 14, 2026 | $0.50 |
 KR (Alderique) | Ex-Dividend | Nov 14, 2026 | $0.35 |
 PG (Alderique) | Pay Day | Nov 16, 2026 | $1.09 |
 ABBV (Akatri) | Pay Day | Nov 16, 2026 | $1.73 |
 XOM (nonvisedarte) | Ex-Dividend | Nov 17, 2026 | $1.03 |
XOM (Alderique) | Ex-Dividend | Nov 17, 2026 | $1.03 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | Nov 18, 2026 | $3.43 |
 CEG (JeppeKirkBonde) | Ex-Dividend | Nov 18, 2026 | $0.43 |
 0998.HK (adams302) | Ex-Dividend | Nov 18, 2026 | $0.00 |
 HAS (JeppeKirkBonde) | Ex-Dividend | Nov 19, 2026 | $0.70 |
 VRSN (Alderique) | Ex-Dividend | Nov 19, 2026 | $0.81 |
 MSFT (IlMatematico) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (robchamow) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (thomaspj) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (SimonAPedersen) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (Akatri) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 KGC (Akatri) | Ex-Dividend | Nov 20, 2026 | $0.04 |
 WPM (Akatri) | Ex-Dividend | Nov 20, 2026 | $0.20 |
 GSL (adams302) | Ex-Dividend | Nov 21, 2026 | $0.63 |
 LYB (KeshavLohiya) | Ex-Dividend | Nov 24, 2026 | $0.69 |
 PAAS (Akatri) | Ex-Dividend | Nov 24, 2026 | $0.18 |
 JNJ (nonvisedarte) | Ex-Dividend | Nov 25, 2026 | $1.34 |
 EMBC (FundManagerZech) | Ex-Dividend | Nov 27, 2026 | $0.01 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $4.50 |
 NOC (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $2.47 |
 B (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $0.17 |
 MCD (Alderique) | Ex-Dividend | Dec 1, 2026 | $1.86 |
 NKE (Alderique) | Ex-Dividend | Dec 1, 2026 | $0.41 |
 TSN (Alderique) | Ex-Dividend | Dec 1, 2026 | $0.51 |
MCD (Akatri) | Ex-Dividend | Dec 1, 2026 | $1.86 |
 AMKR (adams302) | Ex-Dividend | Dec 2, 2026 | $0.08 |
 SLB (Akatri) | Ex-Dividend | Dec 2, 2026 | $0.29 |
 NEM (IlMatematico) | Ex-Dividend | Dec 3, 2026 | $0.26 |
 BR (Alderique) | Ex-Dividend | Dec 3, 2026 | $0.97 |
 PEP (IlMatematico) | Ex-Dividend | Dec 4, 2026 | $1.48 |
 GM (IlMatematico) | Ex-Dividend | Dec 4, 2026 | $0.18 |
 GOOG (robchamow) | Ex-Dividend | Dec 4, 2026 | $0.22 |
GOOG (thomaspj) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 D (JeppeKirkBonde) | Ex-Dividend | Dec 4, 2026 | $0.67 |
 PYPL (KeshavLohiya) | Ex-Dividend | Dec 4, 2026 | $0.14 |
PEP (Alderique) | Ex-Dividend | Dec 4, 2026 | $1.48 |
GOOG (Akatri) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 BLK (Alderique) | Ex-Dividend | Dec 8, 2026 | $5.73 |
 NVDA (robchamow) | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (thomaspj) | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 OXY (KeshavLohiya) | Ex-Dividend | Dec 10, 2026 | $0.26 |
 BKNG (IlMatematico) | Ex-Dividend | Dec 11, 2026 | $0.42 |
BKNG (robchamow) | Ex-Dividend | Dec 11, 2026 | $0.42 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2026 | $0.10 |
 WM (Alderique) | Ex-Dividend | Dec 11, 2026 | $0.94 |
 ADP (Alderique) | Ex-Dividend | Dec 11, 2026 | $1.70 |
WM (SimonAPedersen) | Ex-Dividend | Dec 11, 2026 | $0.94 |
 UNH (IlMatematico) | Ex-Dividend | Dec 14, 2026 | $2.21 |
 VRT (Akatri) | Ex-Dividend | Dec 14, 2026 | $0.06 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Dec 15, 2026 | $0.43 |
 MRK (nonvisedarte) | Ex-Dividend | Dec 15, 2026 | $0.85 |
 KO (Alderique) | Ex-Dividend | Dec 15, 2026 | $0.53 |
 TROW (Alderique) | Ex-Dividend | Dec 15, 2026 | $1.30 |
KO (SimonAPedersen) | Ex-Dividend | Dec 15, 2026 | $0.53 |
 TSM (robchamow) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 PAGS (FundManagerZech) | Ex-Dividend | Dec 16, 2026 | $0.00 |
 TCPC (FundManagerZech) | Ex-Dividend | Dec 16, 2026 | $0.17 |
TSM (JeppeKirkBonde) | Ex-Dividend | Dec 16, 2026 | $0.95 |
TSM (nonvisedarte) | Ex-Dividend | Dec 16, 2026 | $0.95 |
TSM (Akatri) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 CRM (IlMatematico) | Ex-Dividend | Dec 17, 2026 | $0.44 |
 FRO.OL (IlMatematico) | Ex-Dividend | Dec 17, 2026 | $0.00 |
 RCL (Alderique) | Ex-Dividend | Dec 17, 2026 | $1.50 |
 ZIM (FundManagerZech) | Ex-Dividend | Dec 20, 2026 | $0.88 |
ZIM (KeshavLohiya) | Ex-Dividend | Dec 20, 2026 | $0.88 |
 META (robchamow) | Ex-Dividend | Dec 21, 2026 | $0.53 |
META (thomaspj) | Ex-Dividend | Dec 21, 2026 | $0.53 |
META (JeppeKirkBonde) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 VST (JeppeKirkBonde) | Ex-Dividend | Dec 21, 2026 | $0.23 |
META (KeshavLohiya) | Ex-Dividend | Dec 21, 2026 | $0.53 |
VST (Akatri) | Ex-Dividend | Dec 21, 2026 | $0.23 |
 NJR (IlMatematico) | Ex-Dividend | Dec 24, 2026 | $0.47 |
 RL (JeppeKirkBonde) | Ex-Dividend | Dec 25, 2026 | $1.00 |
 NTR (Akatri) | Ex-Dividend | Dec 29, 2026 | $0.55 |
 IIPR (IlMatematico) | Ex-Dividend | Dec 30, 2026 | $1.90 |
 HST (JeppeKirkBonde) | Ex-Dividend | Dec 30, 2026 | $0.20 |
 DIS (Alderique) | Ex-Dividend | Dec 30, 2026 | $0.75 |
 3988.HK (adams302) | Ex-Dividend | Jan 2, 2027 | $0.18 |
 CSCO (nonvisedarte) | Ex-Dividend | Jan 2, 2027 | $0.42 |
JPM (JeppeKirkBonde) | Ex-Dividend | Jan 6, 2027 | $1.50 |
 GFC.PA (FundManagerZech) | Ex-Dividend | Jan 7, 2027 | $3.28 |
GFC.PA (triangulacapital) | Ex-Dividend | Jan 7, 2027 | $3.28 |
AXP (robchamow) | Ex-Dividend | Jan 9, 2027 | $0.95 |
MA (robchamow) | Ex-Dividend | Jan 9, 2027 | $0.87 |
MRVL (nonvisedarte) | Ex-Dividend | Jan 9, 2027 | $0.06 |
MA (Alderique) | Ex-Dividend | Jan 9, 2027 | $0.87 |
MA (Akatri) | Ex-Dividend | Jan 9, 2027 | $0.87 |
 DAC (IlMatematico) | Ex-Dividend | Jan 13, 2027 | $0.90 |
MKC (Alderique) | Ex-Dividend | Jan 13, 2027 | $0.48 |
MU (IlMatematico) | Ex-Dividend | Jan 14, 2027 | $0.15 |
MU (thomaspj) | Ex-Dividend | Jan 14, 2027 | $0.15 |
MU (JeppeKirkBonde) | Ex-Dividend | Jan 14, 2027 | $0.15 |
MU (nonvisedarte) | Ex-Dividend | Jan 14, 2027 | $0.15 |
FCX (JeppeKirkBonde) | Ex-Dividend | Jan 15, 2027 | $0.15 |
ABBV (Akatri) | Ex-Dividend | Jan 15, 2027 | $1.73 |
DELL (nonvisedarte) | Ex-Dividend | Jan 20, 2027 | $0.63 |
 CARR (Alderique) | Ex-Dividend | Jan 21, 2027 | $0.24 |
 RI.PA (Akatri) | Ex-Dividend | Jan 22, 2027 | $2.77 |
 INGA.NV (adams302) | Ex-Dividend | Feb 3, 2027 | $0.88 |
 RKT.L (triangulacapital) | Ex-Dividend | Feb 4, 2027 | $1.70 |
 SHL.DE (Akatri) | Ex-Dividend | Feb 6, 2027 | $1.18 |
 AZN (triangulacapital) | Ex-Dividend | Feb 7, 2027 | $0.52 |
 BCS (triangulacapital) | Ex-Dividend | Feb 7, 2027 | $0.30 |
 NN.NV (adams302) | Ex-Dividend | Feb 10, 2027 | $2.97 |
 EMG.L (IlMatematico) | Ex-Dividend | Feb 11, 2027 | $0.12 |
 VALE (JeppeKirkBonde) | Ex-Dividend | Feb 13, 2027 | $0.14 |
 NOVO-B.CO (IlMatematico) | Ex-Dividend | Feb 14, 2027 | $1.26 |
 NWG (triangulacapital) | Ex-Dividend | Feb 14, 2027 | $0.62 |
NOVO-B.CO (JeppeKirkBonde) | Ex-Dividend | Feb 14, 2027 | $1.26 |
 LSEG.L (IlMatematico) | Ex-Dividend | Feb 18, 2027 | $1.39 |
 PRU.L (triangulacapital) | Ex-Dividend | Feb 18, 2027 | $0.19 |
 INTR (triangulacapital) | Ex-Dividend | Feb 20, 2027 | $0.00 |
INTR (Akatri) | Ex-Dividend | Feb 20, 2027 | $0.00 |
 PLUS.L (adams302) | Ex-Dividend | Feb 25, 2027 | $0.43 |
 00388.HK (IlMatematico) | Ex-Dividend | Mar 1, 2027 | $0.83 |
 ANTO.L (JeppeKirkBonde) | Ex-Dividend | Mar 1, 2027 | $0.48 |
 BHP.L (nonvisedarte) | Ex-Dividend | Mar 1, 2027 | $2.00 |
 CKN.L (KeshavLohiya) | Ex-Dividend | Mar 1, 2027 | $1.05 |
ANTO.L (Akatri) | Ex-Dividend | Mar 1, 2027 | $0.48 |
 1299.HK (triangulacapital) | Ex-Dividend | Mar 4, 2027 | $0.18 |
 BHP (nonvisedarte) | Ex-Dividend | Mar 4, 2027 | $1.46 |
BHP (Akatri) | Ex-Dividend | Mar 4, 2027 | $1.46 |
 HBR.L (KeshavLohiya) | Ex-Dividend | Mar 8, 2027 | $0.11 |
 DRD (IlMatematico) | Ex-Dividend | Mar 11, 2027 | $0.30 |
 IGG.L (adams302) | Ex-Dividend | Mar 22, 2027 | $0.37 |
 ABBN.ZU (JeppeKirkBonde) | Ex-Dividend | Mar 23, 2027 | $1.19 |
ABBN.ZU (Akatri) | Ex-Dividend | Mar 23, 2027 | $1.19 |
 HUH1V.HE (Alderique) | Ex-Dividend | Mar 30, 2027 | $0.68 |
 FORTUM.HE (JeppeKirkBonde) | Ex-Dividend | Apr 1, 2027 | $0.87 |
 MUFG (nonvisedarte) | Ex-Dividend | Apr 1, 2027 | $0.27 |
UMG.NV (triangulacapital) | Ex-Dividend | Apr 5, 2027 | $0.32 |
 DG.PA (triangulacapital) | Ex-Dividend | Apr 13, 2027 | $4.66 |
 NESN.ZU (Alderique) | Ex-Dividend | Apr 20, 2027 | $3.96 |
 RACE (robchamow) | Ex-Dividend | Apr 21, 2027 | $4.27 |
 RMS.PA (robchamow) | Ex-Dividend | Apr 21, 2027 | $14.90 |
RMS.PA (Alderique) | Ex-Dividend | Apr 21, 2027 | $14.90 |
 ORK.OL (IlMatematico) | Ex-Dividend | Apr 24, 2027 | $0.42 |
ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2027 | $0.42 |
 BAYN.DE (Alderique) | Ex-Dividend | Apr 27, 2027 | $0.13 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2027 | $1.18 |
 SUZ (FundManagerZech) | Ex-Dividend | May 4, 2027 | $0.21 |
 SAN.PA (triangulacapital) | Ex-Dividend | May 5, 2027 | $4.84 |
 JMT.LSB (triangulacapital) | Ex-Dividend | May 8, 2027 | $0.76 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2027 | $3.00 |
 EVO.ST (IlMatematico) | Ex-Dividend | May 12, 2027 | $3.06 |
EVO.ST (adams302) | Ex-Dividend | May 12, 2027 | $3.06 |
 RHM.DE (JeppeKirkBonde) | Ex-Dividend | May 13, 2027 | $13.50 |
 0700.HK (robchamow) | Ex-Dividend | May 15, 2027 | $0.68 |
0700.HK (triangulacapital) | Ex-Dividend | May 15, 2027 | $0.68 |
 TE.PA (triangulacapital) | Ex-Dividend | May 18, 2027 | $1.18 |
 RF.PA (triangulacapital) | Ex-Dividend | May 18, 2027 | $3.01 |
 PGHN.ZU (Akatri) | Ex-Dividend | May 22, 2027 | $59.26 |
 MONC.MI (robchamow) | Ex-Dividend | May 23, 2027 | $1.65 |
 TEP.PA (FundManagerZech) | Ex-Dividend | May 26, 2027 | $5.23 |
 VK.PA (triangulacapital) | Ex-Dividend | May 26, 2027 | $1.71 |
 KGX.DE (triangulacapital) | Ex-Dividend | May 29, 2027 | $0.72 |
 9988.HK (IlMatematico) | Ex-Dividend | Jun 10, 2027 | $0.13 |
9988.HK (FundManagerZech) | Ex-Dividend | Jun 10, 2027 | $0.13 |
 BABA (robchamow) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 01211.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2027 | $0.05 |
BABA (adams302) | Ex-Dividend | Jun 11, 2027 | $1.05 |
BABA (Akatri) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 1585.HK (FundManagerZech) | Ex-Dividend | Jun 23, 2027 | $0.00 |
 0390.HK (FundManagerZech) | Ex-Dividend | Sep 23, 2027 | $0.03 |
Performance Metrics
Score 2.5/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-7.96
-7.96
-8
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.3
-0.3
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
-0.16
-0.16
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-7.96
-7.96
-8
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.3
-0.3
-1
0.75
1.25
2
2
Information Ratio
-0.84
-0.84
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
12.55
High:
MICC.L
50.61MICC.LLow:ITUB
12.35ITUBDetails
PEG Ratio
0.72
High:ITUB
0.72ITUBLow:ITUB
0.72ITUBDetails
Price/Book
2.64
High:MICC.L
8.5MICC.LLow:ITUB
2.6ITUBDetails
Price/Sales
1.45
High:ITUB
1.46ITUBLow:MICC.L
1.13MICC.LDetails
Price/CF
4.36
High:MICC.L
16.66MICC.LLow:ITUB
4.29ITUBDetails
Price/FCF
6.17
High:MICC.L
101.64MICC.LLow:ITUB
6.05ITUBDetails
P/E Ratio
12.55
High:MICC.L
50.61MICC.LLow:ITUB
12.35ITUBDetails
PEG Ratio
0.72
High:ITUB
0.72ITUBLow:ITUB
0.72ITUBDetails
Price/Book
2.64
High:MICC.L
8.5MICC.LLow:ITUB
2.6ITUBDetails
Price/Sales
1.45
High:ITUB
1.46ITUBLow:MICC.L
1.13MICC.LDetails
Price/CF
4.36
High:MICC.L
16.66MICC.LLow:ITUB
4.29ITUBDetails
Price/FCF
6.17
High:MICC.L
101.64MICC.LLow:ITUB
6.05ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.09% | Feb 2022 | Aug 2025 | 42 |
-5.19% | Feb 2026 | Apr 2026 | 2 |
-3.38% | Jun 2026 | Aug 2026 | 2 |
-1.47% | Nov 2025 | Jan 2026 | 2 |
-0.79% | Sep 2026 | - | 2 |